Overview
Set a lock date to stop changes being made to transactions during a past period.
You can change and remove the lock date at any time.
About lock dates
You need the administrator or account user role to set and change lock dates. You typically set a lock date when your financial records are being prepared for the year, or at the end of a sales tax period.
After you set a lock date, users can't add or edit transactions in Ligalis if the transaction date is on or before the lock date.
Set a lock date
In the Setting > Accounting menu, click on General Setup.
Under Lock Dates, enter the date to lock transactions at.
Click Save.
Remove lock date
In the Setting > Accounting menu, click on General Setup.
Under Lock Date, click Clear to remove the lock date.
Click Save.